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Hello, Wondering if anyone has thoughts on a good entry point for Par — Travis’ last thoughts on this were “nibble around $35” — is this still the case?

I’ve been following MCRB for 5 years. Bought a big postion @ $5.00, once the company announced the beginning of the phase III trial. I’ve not see any strong support here for MCRB, but I sure am glad I hung in there for the big announcement of a successful phase III trial. Stock rocketed up […]

Curious about whether it is ”too late” to add position in QCOM, QRVO, or SWKS? Also considering CCI & AMT. I am already holding positions in AMD, NVDA & TSM. I’m sure there is good runway for all of these, but I hate the thought of adding them when they are already high… Thanks for […]

Recent Author Comments

On Friday File: WTF, NVIDIA?

Thanks -- appreciate the insight, especially contextualizing in relation to Microsoft.[...]

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On Friday File: WTF, NVIDIA?

Travis, Any thoughts on whether we will see a stock split announcement from NVDA if it continues to rocket?[...]

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On Friday File: Another Bet on Electrical Infrastructure

LOL -- I purposely logged on to see your reaction to NVDA explosive rise after their call! In the past I have given into greed and held onto my positions that were at ridiculously high valuations -- and it did not always end well.... I am making a ca[...]

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On Friday File: Revenge on Private Equity?

Travis, This is the first time I have owned a stock of a public company that is going private in which I will lose money. Is there a strategy you can share? Should I be watching the stock like a hawk --and sell the second the stock is even a nickel hig[...]

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On Eifrig's "Shock to Retirement" Pitch -- Who are the winners of his "Health Care Singularity?"

For what it's worth... I noticed that Cathie Wood has been buying a lot of BFLY since early July 2022[...]

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On Friday File: Is this the Tom Hanks moment for inflation or recession?

Thanks for confirming the technical glitch for Friday File comment subscribe—wondered if it was on my end![...]

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On Friday File: Nibbling on the Way Down

@dowdylama: Can you share your thoughts on UPST? I have been adding to it on the dip -- long hold in a 401K acct. Really painful to see that it has dropped 55% since my original purchase... but still drawn to it[...]

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On Friday File: Nibbling on the Way Down

Thanks Travis, A great read. as always, and timely, as I have been selling out of a few positions (with gains!) in order to subsidize strengthening other positions. I added to AVLR today to average down--sold out of KEYS to do so--and then had a bit of FO[...]

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On Friday File: Off to Omaha

Have fun in Omaha, Travis. I am sure many of us will be looking for you in the audience during the televised portions. CNBC is airing a great story about Buffet this evening -- worth watching it when you return![...]

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On Fool's "Top Non-Tech Stocks under $30," part one -- "Think of it like a mini-Berkshire Hathaway"

@troars: I am right there with you! I signed up for 2 years @ $50/year for the Stockadvisor service and it just came up for renewal. I declined the renewal. I cringe every time I see an email from TMF in my inbox![...]

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On Microblog: Countdown to Crisis new program offered by Jim Rickards -- ongoing programs: "Strategic Investor", "Strategic Intelligence"-- Paradigm Press

"Crisis" seems to be the new attention-grabbing word in teaser headlines and services! I listened to InvestorPlace's Tech Crisis 2022 program / pitch today. Their two stock big reveal: WIRE & MAXR. I am unlikely to buy either one, but thought I woul[...]

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On Friday File: A Couple Minor Updates

Thanks for the update on CWH Travis! I am with you -- likely to purchase a little more as the stock dips, preferably to the $25 range. It's one of four positions in my self-managed portfolio that are in the red at the moment--keeping company with TWLO, M[...]

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On Microblog: PAUL MAMPILLY’S 100X - SEASON 3

Thanks a bunch![...]

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On Microblog: PAUL MAMPILLY’S 100X - SEASON 3

@Doc: Can you tell us a bit about MARA or link to some research the convinced you to buy?[...]

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On Friday File: Finding Solace in Asset Allocation

Thanks so much! I am contemplating adding to my position as I need to redirect some money from other areas. Sitting my on my hands at the moment though so I can take the time to research and reflect as well![...]

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On Friday File: Finding Solace in Asset Allocation

Hi Travis, Wondering what your thoughts are on today's CWH earnings report?[...]

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On Friday File: Warm Blankets and Rollercoasters

@pipedreamer: SHOP was recommended very recently via Stock Adviser service[...]

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On Microblog: PAUL MAMPILLY’S 100X - SEASON 3

Thanks Sam! Can you say a little about the FSINSIGHT service -- I like Tom Lee' work and have considered it in the past. Are you finding that it provides value?[...]

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On High Dividend Opportunities

Hi, I am interested in hearing more about Seeking Alpha's subscriber service. I'd love to hear from current subscribers regarding their current impressions/feedback about this service.Thanks so much![...]

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On Friday File: Finding Solace in Asset Allocation

Interesting article on CWH today to add additional color to this thread! https://www.nasdaq.com/articles/does-camping-world-holdings-nyse%3Acwh-have-a-healthy-balance-sheet --[...]

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